Purchases and Sales Made in Q3 2022 in Spdr S&P 500 ETF Trust (SPY)
This table provides information about the institutional ownership of Spdr S&P 500 ETF Trust (SPY) during Q3 2022. The information is specifically focused on institutions that hold shares of SPDR S&P 500 ETF TRUST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2023
Q3 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
13+ 4.44% |
$4.64K - $5.59K
|
306
$200K
|
|
|
Sep 25, 2024
Q3 2022
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
13+ 0.69% |
$4.64K - $5.59K
|
1.9K
$1.24M
|
|
|
Oct 24, 2022
Q3 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
12+ 0.3% |
$4.29K - $5.16K
|
4.06K
$2.65M
|
|
|
Nov 21, 2022
Q3 2022
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
12+ 1.28% |
$4.29K - $5.16K
|
949
$619K
|
|
|
Nov 03, 2022
Q3 2022
|
Ifs Advisors, LLC
|
BUY
|
- |
11New |
$3.93K - $4.73K
|
11
$7.17K
|
|
|
Nov 07, 2022
Q3 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
11+ 0.08% |
$3.93K - $4.73K
|
14.4K
$9.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Ckw Financial Group
|
BUY
|
- |
11+ 2.14% |
$3.93K - $4.73K
|
524
$342K
|
|
|
Nov 14, 2022
Q3 2022
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
11+ 0.3% |
$3.93K - $4.73K
|
3.65K
$2.38M
|
|
|
Oct 12, 2022
Q3 2022
|
Dentgroup LLC
|
BUY
|
- |
10+ 0.74% |
$3.57K - $4.3K
|
1.37K
$894K
|
|
|
Nov 02, 2022
Q3 2022
|
Auxano Advisors, LLC
|
BUY
|
- |
10+ 0.07% |
$3.57K - $4.3K
|
14.3K
$9.3M
|
|
|
Nov 07, 2022
Q3 2022
|
Hudson Value Partners, LLC
|
BUY
|
- |
10+ 0.45% |
$3.57K - $4.3K
|
2.23K
$1.45M
|
|
|
Nov 15, 2022
Q3 2022
|
Peninsula Asset Management Inc
Bradenton, FL |
BUY
|
- |
10+ 0.26% |
$3.57K - $4.3K
|
3.81K
$2.48M
|
|
|
Oct 12, 2022
Q3 2022
|
Swm Advisors
|
BUY
|
- |
9+ 1.63% |
$3.21K - $3.87K
|
561
$366K
|
|
|
Oct 07, 2022
Q3 2022
|
Baugh & Associates, LLC
|
BUY
|
- |
9+ 1.38% |
$3.21K - $3.87K
|
661
$431K
|
|
|
Oct 19, 2022
Q3 2022
|
Evensky & Katz LLC
|
BUY
|
- |
9+ 0.2% |
$3.21K - $3.87K
|
4.57K
$2.98M
|
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
9+ 0.85% |
$3.21K - $3.87K
|
1.06K
$693K
|
|
|
Nov 01, 2022
Q3 2022
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
9+ 0.18% |
$3.21K - $3.87K
|
4.94K
$3.22M
|
|
|
Nov 09, 2022
Q3 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
9+ 0.27% |
$3.21K - $3.87K
|
3.3K
$2.15M
|
|
|
Nov 09, 2022
Q3 2022
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
9+ 0.35% |
$3.21K - $3.87K
|
2.56K
$1.67M
|
|
|
Nov 14, 2022
Q3 2022
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
9+ 1.04% |
$3.21K - $3.87K
|
875
$571K
|
|
|
Nov 14, 2022
Q3 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
9+ 0.45% |
$3.21K - $3.87K
|
2K
$1.31M
|
|
|
Oct 11, 2022
Q3 2022
|
Wiser Wealth Management, Inc
|
BUY
|
- |
8+ 0.56% |
$2.86K - $3.44K
|
1.44K
$942K
|
|
|
Oct 12, 2022
Q3 2022
|
Capital Cs Group, LLC
|
BUY
|
- |
8+ 0.38% |
$2.86K - $3.44K
|
2.09K
$1.37M
|
|
|
Oct 07, 2022
Q3 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
8+ 0.08% |
$2.86K - $3.44K
|
9.42K
$6.15M
|
|
|
Oct 18, 2022
Q3 2022
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.16% |
$2.86K - $3.44K
|
5.1K
$3.32M
|
|
|
Oct 19, 2022
Q3 2022
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.95% |
$2.86K - $3.44K
|
849
$554K
|
|
|
Oct 24, 2022
Q3 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.7% |
$2.86K - $3.44K
|
1.16K
$754K
|
|
|
Nov 01, 2022
Q3 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
8+ 0.21% |
$2.86K - $3.44K
|
3.77K
$2.46M
|
|
|
Nov 02, 2022
Q3 2022
|
Cim, LLC
|
BUY
|
- |
8+ 0.22% |
$2.86K - $3.44K
|
3.63K
$2.37M
|
|
|
Nov 03, 2022
Q3 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
8+ 0.46% |
$2.86K - $3.44K
|
1.75K
$1.14M
|
|
|
Oct 13, 2022
Q3 2022
|
Retirement Planning Group
|
BUY
|
- |
7+ 0.45% |
$2.5K - $3.01K
|
1.55K
$1.01M
|
|
|
Oct 21, 2022
Q3 2022
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
7+ 0.1% |
$2.5K - $3.01K
|
6.68K
$4.35M
|
|
|
Nov 09, 2022
Q3 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
7+ 0.43% |
$2.5K - $3.01K
|
1.65K
$1.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
7+ 0.33% |
$2.5K - $3.01K
|
2.14K
$1.4M
|
|
|
Nov 15, 2022
Q3 2022
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
7+ 0.18% |
$2.5K - $3.01K
|
3.87K
$2.52M
|
|
|
Oct 17, 2022
Q3 2022
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
6+ 0.2% |
$2.14K - $2.58K
|
2.97K
$1.93M
|
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
6+ 0.3% |
$2.14K - $2.58K
|
2K
$1.31M
|
|
|
Oct 18, 2022
Q3 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
6+ 0.31% |
$2.14K - $2.58K
|
1.94K
$1.27M
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
6+ 0.13% |
$2.14K - $2.58K
|
4.59K
$2.99M
|
|
|
Nov 02, 2022
Q3 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
6+ 0.13% |
$2.14K - $2.58K
|
4.47K
$2.91M
|
|
|
Nov 07, 2022
Q3 2022
|
Vista Capital Partners, Inc.
|
BUY
|
- |
6+ 0.05% |
$2.14K - $2.58K
|
11K
$7.19M
|
|
|
Nov 08, 2022
Q3 2022
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
6+ 0.11% |
$2.14K - $2.58K
|
5.51K
$3.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
6+ 0.35% |
$2.14K - $2.58K
|
1.73K
$1.13M
|
|
|
Oct 11, 2022
Q3 2022
|
Apella Capital, LLC
|
BUY
|
- |
5+ 0.06% |
$1.79K - $2.15K
|
8.7K
$5.67M
|
|
|
Oct 27, 2022
Q3 2022
|
Ttp Investments, Inc.
|
BUY
|
- |
5+ 0.4% |
$1.79K - $2.15K
|
1.27K
$828K
|
|
|
Oct 31, 2022
Q3 2022
|
James Investment Research Inc
|
BUY
|
- |
5+ 0.11% |
$1.79K - $2.15K
|
4.68K
$3.05M
|
|
|
Oct 31, 2022
Q3 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
5+ 0.01% |
$1.79K - $2.15K
|
36.5K
$23.8M
|
|
|
Nov 03, 2022
Q3 2022
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
5+ 0.35% |
$1.79K - $2.15K
|
1.45K
$943K
|
|
|
Nov 04, 2022
Q3 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
5+ 0.3% |
$1.79K - $2.15K
|
1.65K
$1.08M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
5+ 0.14% |
$1.79K - $2.15K
|
3.7K
$2.41M
|